12/02/2025
Georg von Wattenwyl and Charles Karila assume joint leadership of Vontobel’s Structure Solutions and Treasury as of December 1st, 2025
11/28/2025
Consequently, several members will no longer be executive officers
11/27/2025
Callero delivers wealth management and retirement planning services to a client base that includes individuals, families, and business owners.
11/27/2025
He has supported testifying experts and provided expertise testimony in matters pertaining to class certification, liability, and damages phases of securities litigation.
11/27/2025
Tarczewski will continue at SEI as a principal consultant supporting local clients.
11/26/2025
These appointments further strengthen Lazard’s market-leading global Industrials franchise, which advises clients across diversified industrials, building products, chemicals, paper & packaging, transportation & logistics, industrial technol
11/25/2025
Jonathan Cave brings decades of experience from CH Investment Partners, Merrill Lynch, and UBS to a newly created position at the high-net-worth RIA.
11/25/2025
He joins UBS from Citi Wealth, where he served as Managing Director and Head of Foreign Exchange and Commodities for North America.
11/24/2025
Seasoned veterans positioned to drive growth in increasingly competitive industry.
11/24/2025
CEO Jane Fraser called Mason "a steady hand, proven leader, and dear friend" in announcing his succession.
11/21/2025
Mark Mason to transition out of CFO role in March 2026 and become Executive Vice Chair and Senior Executive Advisor to the Chair/CEO
11/21/2025
In this role, Nitay will lead efforts to execute both organic and inorganic growth strategies, including strategic partnerships, acquisitions and advisor recruitment.
11/21/2025
She also brings legal expertise from her time as an attorney and adjunct professor, enhancing Axa XL's ability to navigate complex regulatory and contractual landscapes.
11/20/2025
He will define the roadmap, launch new solutions, and enhance existing programs to deliver a best-in-class experience.
11/20/2025
Goodell brings more than $170 million in AUM to Endeavor after utilizing TradePMR’s transition model to seamlessly tuck-in
11/20/2025
Citizens continues to notch recruiting wins, particularly in Southern California, in an effort to bolster its private wealth and bank businesses.
11/20/2025
Jim Zimmerman will deploy and manage Invent's AI strategy at scale.
11/19/2025
He will be based at the Hilltop Plaza location in Dallas.
11/19/2025
Osaic adds True Wealth Advisors, an Englewood, Colo.-based group with five advisors and $705 million in client assets, and Soundview Financial Group, a Tacoma, Wash.-based practice with about $104 million in assets.
11/18/2025
“I’m thrilled to welcome Albert to Cresset,” said Jessica Malkin, Chief Growth Officer.